Practice Ignition

Practice Ignition Übersicht

Practice Ignition is a better way to run your client-focused business.

It all starts with the proposal/quote. You can build them in seconds with your service library - so you can get them to clients during a meeting instead of weeks after.

Your proposal includes an auto generated contract or engagement letter so legal compliance never gets in the way to sales.

Accept payments directly from your proposals on a one-time or recurring basis. This helps you improve your cash flow and reduce debtors.

When your client accepts with a legally binding eSignature, you can automate your accounting invoices through Xero and QuickBooks Online, and your workflow tasks through Xero Practice Manager and Workflow Max.

Practice Ignition is makes service proposals with complex billing arrangements simple and easy.

Täglich für 1-5 Monate genutzt

Bewertet am 13.6.2018

Quelle der Bewertung: Capterra

Vorteile

The three main things I like the most about Practice Ignition are:

1. It's ability to handle complex billing arrangements in a proposal. It is the only platform I have come across that can easily manage up front fees, with recurring billing for a fixed period, and display this easily on a proposal.

2. I love the fact that you can set the proposal to require a credit card or bank details before it is accepted. Practice Ignition then collects the funds for you. One of the most difficult parts of running a service business is getting paid, but with Practice Ignition it takes that all away because the upfront fee is billed on acceptance, then the recurring billable amount is billed as set out in the proposal. It couldn't be easier.

3. The integration Practice Ignition has with Xero and WorkflowMax (XPM) is incredible. Once a proposal is accepted, it creates the job in WorkflowMax based on the job templates you have setup in WorkflowMax, and creates the invoices in Xero. It literally takes all the administration out of running a professional services company.

Nachteile

There are a few features I would like to see Practice Ignition develop, but after speaking with them they are going to push it right up the priority list as they agree. These features are:

1. The ability to create a recurring rate on recurring jobs
2. The ability to set a due date on a job - at the moment this is picked up from the contract end date.

My understanding is this will be sorted soon, so by the time you read this it may be sorted!

Verteilung der Bewertung

Preis-Leistungs-Verhältnis

Bedienkomfort

Kundenbetreuung

Branche: Buchhaltung

Untern. Größe: 13-50 Mitarbeiter

Mit Google übersetzen

Practice Ignition Review

Täglich für 1-5 Monate genutzt

Bewertet am 1.10.2018

Quelle der Bewertung: Capterra

It’s been pleasant. This product came highly recommended by other accountants, so we gave it a shot. Again, from the client side, it’s nice to have them sign one agreement for multiple contracts. The dashboard is great, and the automated reminders really save our staff time following up on contracts that go out. If they could provide more than 1 template option, we’d have scored higher.

Vorteile

We moved to Practice Ignition after using a few other contract management platforms, because we felt it offered a better experience for our clients. It does in offering one signature for multiple contract types (tax, consulting services, implementation services, etc). It is superior to other platforms from that standpoint. We also felt the co-branding was better. Also, greatly appreciate the automated reminders.

Nachteile

By far & the reason I did not score higher, was the fact that we are limited to one template when sending contracts. We send new engagement agreements and renewal letters via Practice Ignition, but the template that accompanies each agreement can not be customized. The email template we send to new clients needs to be different than the email template sent to renewal clients, but I have been told it can’t be changed. This does not allow for a productive workflow.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis

Bedienkomfort

Kundenbetreuung

Weiterempfehlungsquote

8.0/10

Tom P.

Branche: Buchhaltung

Untern. Größe: 2-10 Mitarbeiter

Mit Google übersetzen

Practice Ignition - Review

Täglich für Mehr als 1 Jahr genutzt

Bewertet am 29.6.2016

Quelle der Bewertung

Great product for Accountants and Bookkeepers looking to move to a package / upfront billing model.

Particularly good for our firm, as it integrates into our client database, and deploys our job flow once a proposal has been accepted.

It also has website connector, so we can sell our services on our website, and initiate the on boarding process from there.

Provides analytics and internal notes which is also really helpful.

Additional reporting would be nice.

Vorteile

All in one solution. Client engagement documents, jobflow deployment, billing.

Nachteile

Can take a while to get your head around.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis

Bedienkomfort

Kundenbetreuung

Weiterempfehlungsquote

9.0/10

Branche: Buchhaltung

Mit Google übersetzen

Fantastic proposal software which streamlines our business development and sales funnel.

Wöchentlich für Mehr als 2 Jahre genutzt

Bewertet am 13.3.2018

Quelle der Bewertung: Capterra

I love this software. We no longer have to deal with sending quotes out, then waiting for a 'yes' then send out an engagement letter and wait for that to be signed and returned (which would mean the customer printing then scanning back to us) all before we start work and then start billing.

Now we can send one form online that converts to an engagement letter once signed (electronically) and we're away. It can also be updated an changed around so easily with a full audit trail behind it.

Vorteile

The software enriches the perception of our brand and instils a modern and progressive view of our business in the minds of our prospects.
Allows us to avoid 'scope-creep' by ensuring that we do not provide more than what we have agreed to without earning more for doing so.

Nachteile

The reporting function of this software could be improved. High-level analytics are good but drilling down into some metrics would save time with spreadsheets.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis

Bedienkomfort

Kundenbetreuung

Weiterempfehlungsquote

9.0/10

Karen G.

Branche: Buchhaltung

Untern. Größe: 2-10 Mitarbeiter

Mit Google übersetzen

Create a Proposal - And forget about it. Practice Ignition Thinks for you

Wöchentlich für 6-12 Monate genutzt

Bewertet am 3.8.2018

Quelle der Bewertung: Capterra

We set up all of our billing through Practice Ignition. Clients need to put in their credit card details or banking details before they can accept/agree to a proposal. This means one less thing we need to do - chase payment from our client. The only time we need to do this is if a payment is not able to be collected.
Overall, a very simple, brilliant program to use. I love the HelpDesk as they are generally very quick to respond to our queries, no matter how trivial.
Setting up a proposal for my Manager to review prior to it being sent is a brilliant little feature also. I recommend trying this for yourself.

Vorteile

Where to start. From setting up templates for future use, to sending reminder emails of when the proposals are signed, due for expiration, weekly review, to quick turnaround times from the help desk - what's not to like?

Nachteile

Not to be negative on a great product, but if you're looking for an invoice, you need to open each proposal for the client in the proposals list to be able to access the invoice tab, to search through each invoice to find the one you need. On the upside, as soon as the invoice is raised it sent to Xero which is time saving plus!

Vorteile

Proposals can be built with a drag-and-drop editor, and finished proposals automatically generate up-to-date professional engagement letters and branded online acceptance pages for notifying clients

Clients are notified by email of any payment due dates or important milestones

Card payments and bank transfers can both be accepted, and users are notified of failed payments to enable prompt follow-up

Automated workflows can be created for client onboarding and to manage recurring payments and invoices

Users have full control over pricing, whether they use fixed fees, agreed fees, or value based pricing, sales tax can be built in. Billing can also be customized, such as billing on completion, or a 50/50 upfront/on completion split